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Sonya

← Customer Feedback for Redtail Technology

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26 results found

  1. I need additional Mail Merge Fields

    539 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sonya commented  · 

    Would be nice to be able use excel as a merge document also.

    Sonya supported this idea  · 
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    Sonya commented  · 

    I agree! We also would like to be able to merge the clients account info into letters. Like the investment name, account number, balance. etc.

  2. mail merge fields

    20 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sonya shared this idea  · 

  3. Mail Merge - All Fields Available

    66 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sonya supported this idea  · 

  4. add mobile phone as a field in mail merge

    56 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sonya supported this idea  · 

  5. Add Future activities or To Do List for next client meeting that isn't tied to a date.

    13 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Sonya supported this idea  · 

  6. Add a time stamp to activities

    40 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sonya supported this idea  · 

  7. Albridge Feed Missing Company Name and Registration Type

    163 votes
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    16 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sonya supported this idea  · 

  8. Add calculated UDF capability

    20 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sonya supported this idea  · 

  9. Link child/grandchild with Head of Household

    11 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Sonya supported this idea  · 

  10. Scheduling & Confirmations

    142 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sonya supported this idea  · 

  11. add a marital status

    16 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sonya supported this idea  · 

  12. Add Free Text Field to Know Your Client - Professional Contacts

    4 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Sonya supported this idea  · 

  13. Permission Folders

    466 votes
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    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Sonya supported this idea  · 

  14. Create Calendar Event Options - Attendees and Notes

    20 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sonya supported this idea  · 

  15. Mail Merge Letter with an auto command for an account number

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sonya supported this idea  · 

  16. Automation Workflow from Keyword

    62 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sonya supported this idea  · 

  17. Broadcast Email Templates: Picture

    47 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Sonya shared this idea  · 

  18. Make Broadcast Email Merge fields work more like MS Word fields

    51 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Sonya supported this idea  · 

  19. Link email to notes/activities

    617 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Sonya supported this idea  · 

  20. need all fields available to select from for custom reporting

    901 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Sonya supported this idea  · 
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